Peak Asset Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
5,530
-313
| -5% | -$14.8K | 0.05% | 131 |
|
|
2025
Q1 | $244K | Buy |
5,843
+38
| +0.7% | +$1.59K | 0.05% | 131 |
|
|
2024
Q4 | $255K | Sell |
5,805
-625
| -10% | -$27.5K | 0.05% | 130 |
|
|
2024
Q3 | $255K | Hold |
6,430
| – | – | 0.05% | 129 |
|
|
2024
Q2 | $256K | Hold |
6,430
| – | – | 0.05% | 125 |
|
|
2024
Q1 | $244K | Hold |
6,430
| – | – | 0.05% | 130 |
|
|
2023
Q4 | $216K | Buy |
+6,430
| New | +$216K | 0.05% | 130 |
|
|
2023
Q1 | – | Sell |
-6,430
| Closed | -$213K | – | 143 |
|
|
2022
Q4 | $213K | Buy |
+6,430
| New | +$213K | 0.06% | 133 |
|
|
2022
Q3 | – | Sell |
-6,430
| Closed | -$200K | – | 137 |
|
|
2022
Q2 | $200K | Hold |
6,430
| – | – | 0.05% | 132 |
|
|
2022
Q1 | $265K | Hold |
6,430
| – | – | 0.06% | 123 |
|
|
2021
Q4 | $286K | Hold |
6,430
| – | – | 0.07% | 121 |
|
|
2021
Q3 | $273K | Hold |
6,430
| – | – | 0.07% | 121 |
|
|
2021
Q2 | $265K | Hold |
6,430
| – | – | 0.07% | 121 |
|
|
2021
Q1 | $249K | Buy |
+6,430
| New | +$249K | 0.06% | 134 |
|
|
2020
Q1 | – | Sell |
-7,115
| Closed | -$251K | – | 118 |
|
|
2019
Q4 | $251K | Hold |
7,115
| – | – | 0.08% | 111 |
|
|
2019
Q3 | $208K | Hold |
7,115
| – | – | 0.07% | 111 |
|
|
2019
Q2 | $206K | Buy |
+7,115
| New | +$206K | 0.07% | 121 |
|
|
2018
Q4 | – | Sell |
-6,815
| Closed | -$201K | – | 129 |
|
|
2018
Q3 | $201K | Buy |
+6,815
| New | +$201K | 0.07% | 124 |
|
|
2018
Q2 | – | Sell |
-6,900
| Closed | -$207K | – | 128 |
|
|
2018
Q1 | $207K | Hold |
6,900
| – | – | 0.08% | 122 |
|
|
2017
Q4 | $204K | Buy |
+6,900
| New | +$204K | 0.07% | 122 |
|
|
2017
Q2 | – | Sell |
-16,900
| Closed | -$399K | – | 143 |
|
|
2017
Q1 | $399K | Hold |
16,900
| – | – | 0.15% | 102 |
|
|
2016
Q4 | $373K | Buy |
+16,900
| New | +$373K | 0.15% | 102 |
|
|
2016
Q1 | – | Sell |
-10,432
| Closed | -$176K | – | 125 |
|
|
2015
Q4 | $176K | Hold |
10,432
| – | – | 0.09% | 115 |
|
|
2015
Q3 | $163K | Hold |
10,432
| – | – | 0.09% | 112 |
|
|
2015
Q2 | $178K | Buy |
+10,432
| New | +$178K | 0.09% | 115 |
|